Overview
This role conducts complex personal property compliance projects and assessment reviews of machinery and equipment for industrial manufacturing, mining, oil & gas, communication, and energy property. The position also supports implementation of tax savings recommendations and strategies.
Responsibilities
- Review annual personal property tax returns and reconciliations
- Review personal property fixed asset listings for misclassified assets
- Review state and local laws, rules, and regulations
- Conduct physical inspections of manufacturing, communication, energy, mining, and oil & gas facilities, including meetings with production managers at client locations
- Meet with client financial and accounting personnel to review policies and procedures
- Prepare analysis identifying issues and opportunities for property tax savings
- Produce and edit reports of findings with the tax manager to ensure accuracy
- Meet with clients to discuss implementation of reports of findings and address liabilities
- Assist client tax department personnel with personal property filings and changes in methodology
- Assist with filing appeals, amended annual returns, and refund requests
- Support negotiations for assessment reductions before assessing authorities
- Represent and manage clients during formal appeals
Education and Qualifications
- Bachelor’s degree in Accounting, Finance, Economics, Industrial Engineering, or related field, with coursework in Appraisal desired
- 3–5 years’ experience as an Associate Tax Consultant (or similar role)
- Advanced knowledge of Excel
- Excellent verbal and written communication skills
- Valid driver’s license
Preferred Qualifications
- Coursework in Appraisal (desired)
Compensation & Benefits
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of annual compensation)
- Company-paid parental leave
- Generous time off package
- Multiple benefit plans, eligibility begins on day one of employment
Location
Client and facility site travel is required for physical inspections and meetings.